--- title: 'Family Office - Client Service Associate at Brighton Jones' canonical: 'https://feeny.ai/job/family-office-client-service-associate-brighton-jones-seattle-zncjf5rv02sa' type: 'job' last_seen: '2026-09-09' --- # Family Office - Client Service Associate at Brighton Jones - **Company:** Brighton Jones - **Location:** Seattle, WA - **Employment:** full-time - **Work type:** onsite - **Posted:** 2026-08-24 - **Last confirmed live:** 2026-09-09 - **Apply:** https://jobs.lever.co/brightonjones/caf5a6f5-5cdf-4cc0-acbf-2c3c3c2f06a7 ## Job description Ready to make a meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. As a critical member of the Client Service team, you’ll collaborate closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. This role is client-facing and involves direct engagement with Family Office and Multi-Family Office clients, including attending select client meetings, practicing sound judgment, discretion, and independent decision-making while being privy to highly confidential household and financial information. You will be expected to analyze complex situations, make recommendations, and determine appropriate courses of action that advance our clients’ goals.  You’ll be part of a dynamic team utilizing your exceptional organizational, problem-solving, and detail-oriented skills to deliver a remarkable client experience. Take our Values in Action Self-Assessment to see how our values align! ## Your Role - Strategic Partnership - Partner with Lead Advisors to design and implement strategies that address the unique needs of high-net-worth families. - Attend select client meetings to analyze discussions, identify follow-up needs, and determine appropriate next steps to ensure seamless execution. - Act as a trusted liaison for families, custodians, and external partners, exercising judgment in communications and decision-making. - Evaluate client requests, recommend solutions, and oversee execution with a focus on accuracy, timeliness, and confidentiality. ## Your Role – Data & Process Stewardship - Collect, analyze, and maintain complex financial, legal, and personal data within CRM (Salesforce) and other firm systems; ensure ongoing data integrity. - Evaluate documentation related to client onboarding, implementation, and ongoing client needs; determine the appropriate path to resolution. - Oversee money movement requests (capital calls, distributions, trades, transfers) to confirm accuracy, appropriateness, and compliance before approval. - Manage complex and strategic calendaring needs for families and internal stakeholders, ensuring alignment with client priorities and business objectives. ## Your Role – Client Experience Leadership - Partner with advisors to oversee onboarding, implementation, and ongoing engagement for strategic and complex families. - Professionally represent the firm in direct interactions with clients, families, custodians, and external partners. - Attend select client meetings, determine follow-up actions, and drive seamless execution. - Lead quality control efforts to mitigate risk and maintain accuracy across all client deliverables. - Identify opportunities to enhance the client experience and implement initiatives that strengthen relationships and reflect our culture. - Collaborate with internal teams on strategic projects that advance the Family Office offering. ## Your Experience - 1 – 4 years of experience in a professional services, financial services, or family office or multi-family office environment, with direct client-facing responsibilities. - Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred ## Skills & Attributes - Professional presence with excellent communication skills, capable of engaging confidently with clients, advisors, and external partners. - Self-motivated and takes pride in providing exceptional support to clients and the team - Strong organization skills, excellent attention and accuracy to detail - Ability to handle sensitive client information with discretion and professionalism - Proficiency in Microsoft Office Suite required; Salesforce experience a plus - This role is an in-office, full-time, and exempt position; we are a work-from-office culture with flexibility ## Compensation Pay: $90,000 - $110,000 per year Ownership & Financial Wellbeing - Fully paid medical, dental, and vision coverage for employees - 401(k) with 100% match up to 3% of annual compensation - Equity ownership opportunities for every employee - New Business Incentive Program - Generous employee referral bonus - Cell phone data reimbursement - Financial planning services discount for employees and immediate family members Time & Flexibility - Minimum 3 weeks PTO starting Day 1 - Winter Break, Summer Friday flex-days, and 10 paid holidays - Unlimited Volunteer Time Off plus company grant matching - Heavily subsidized transit Growth & Development - 100% reimbursement for required training, certifications, licensing, and dues - Personal career development plans - Richer Life Business Partner (coaching for all employees) - Mindful Emotional & Social Intelligence training - Annual professional & personal wellbeing stipend Connection & Community - Quarterly team-building events - Regular social events - Employee-led book clubs, committees, and affinity groups Family & Milestones - Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent) - Adoption benefits - Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. ## About Brighton Jones ## Company Overview - **One-liner**: Brighton Jones is a wealth management firm that delivers holistic financial planning and investment advisory services to help clients “Live a Richer Life®.” - **Entity Type**: Private (100% employee-owned; no external venture funding) - **Headquarters**: Seattle, Washington, United States - **Founded**: 1999 - **Founders**: Charles Brighton and Jon Jones ## Core Business - **Primary industry**: Financial Services – Wealth Management, Investment Advisory, Tax Planning, Retirement Plan Advisory - **Target customers**: High‑net‑worth individuals and families (B2C), as well as institutional retirement plan sponsors (B2B) - **Mission**: “To help our clients, colleagues, and the global community Live a Richer Life®” [brightonjones.com/careers](https://www.brightonjones.com/careers/) ## Products & Services - **Holistic Wealth Management**: Comprehensive financial planning that integrates investments, tax strategy, estate planning, philanthropy, and risk management. - **Investment Advisory**: Customized portfolios built around client goals and values. - **Tax Advisory**: Proactive tax planning and preparation services. - **Retirement Plan Advisory**: Consulting and fiduciary services for corporate retirement plans. - **Richer Life Foundation**: A charitable arm that channels 1% of annual revenue to philanthropy, social impact, and community investment [brightonjones.com/careers/lead-advisor](https://www.brightonjones.com/careers/lead-advisor/). ## Market Standing - **Valuation**: Not publicly disclosed (privately held, employee‑owned) - **Key Metric**: $30+ billion in Assets Under Advisement (AUA) as of March 31, 2026 [brightonjones.com/about](https://www.brightonjones.com/about/) - **Client Base**: 4,000+ client households with a 98% client retention rate - **Team**: 350+ team members across 26 offices nationwide [brightonjones.com/careers](https://www.brightonjones.com/careers/) - **Growth Signals**: - 100% organic growth, one of the fastest in the industry - Headcount grew ~18.7% year‑over‑year (to 297 employees per LinkedIn, with 350+ reported on careers page showing continued expansion) [linkedin.com/company/brighton-jones](https://linkedin.com/company/brighton-jones) - Actively hiring Lead Advisors to enter new markets (e.g., Austin, Philadelphia, Boston) - Named a “Best Place to Work” 11 times by local media - **Notable Investors/Partners**: No external investors; the firm is 100% employee‑owned. Over 40% of teammates currently hold equity. ## Competitive Advantages - **100% Employee‑Owned**: Every employee can purchase or earn equity, aligning incentives and fostering long‑term commitment. - **Proprietary MESI Framework**: Mindful Emotional and Social Intelligence (MESI) is a mental fitness and decision‑making program embedded in the culture – considered a “superpower” for the business [brightonjones.com/careers/lead-advisor](https://www.brightonjones.com/careers/lead-advisor/). - **B Corp Certification**: Demonstrates a commitment to social and environmental performance, accountability, and transparency. - **Industry‑Leading Retention**: 98% client retention rate and an 80+ Net Promoter Score reflect deep client trust. - **Holistic, Values‑Based Approach**: Integrates philanthropy and personal values directly into financial plans. ## Strategic Focus - **Geographic Expansion**: Opening new advisor offices in markets such as Austin, Philadelphia, Boston, and Houston. - **Talent Acquisition**: Prioritizing hiring Lead Advisors and support staff to sustain organic growth. - **Deepening Culture & Purpose**: Continuing to invest in MESI training, JEDI (Justice, Equity, Diversity, Inclusion) initiatives, and the Richer Life Foundation. - **Technology Enablement**: Using AI tools in hiring to streamline recruitment while keeping human decision‑making final [jobs.lever.co/brightonjones](https://jobs.lever.co/brightonjones). ## Why Work Here - **Culture**: Collaborative, fun, trust‑based environment with a strong emphasis on belonging and authenticity. Regularly recognized as a top workplace. - **Remote/Hybrid/Office**: Multiple roles are on‑site (e.g., Boston Business Development Specialist), but the firm offers subsidized public transportation and open, collaborative workspaces. Specific remote/hybrid policies vary by role. - **Benefits & Perks**: - Free medical, dental, vision, and life insurance for employees - 401(k) with employer contributions - Generous paid time off, including Summer Fridays and Winter Break - Unlimited paid volunteer time off (matched at $25/hour) - Personal and professional growth stipend - Access to MESI training and Richer Life Business Partners (coaching for all employees) - Opportunity for every employee to own equity or stock options - **Engineering & Technical Roles**: The firm is hiring an Engineering Manager, indicating a growing technology team. Tech roles likely benefit from the same collaborative, values‑driven culture. ## Sources 1. [brightonjones.com/careers](https://www.brightonjones.com/careers/) 2. [brightonjones.com/about](https://www.brightonjones.com/about/) 3. [brightonjones.com/careers/lead-advisor](https://www.brightonjones.com/careers/lead-advisor/) 4. [linkedin.com/company/brighton-jones](https://linkedin.com/company/brighton-jones) 5. [jobs.lever.co/brightonjones](https://jobs.lever.co/brightonjones) ## Other roles at Brighton Jones - [Analyst (Portland - August 2027 Start)](https://feeny.ai/job/analyst-portland-august-2027-start-brighton-jones-portland-6ee15c7hkeah) — Portland, OR - [Visual Designer](https://feeny.ai/job/visual-designer-brighton-jones-seattle-ym627mhn01cw) — Seattle, WA - [Client Service Associate - DC](https://feeny.ai/job/client-service-associate-dc-brighton-jones-washington-y4wtcn87t0kh) — Washington, DC - [Trust Advisor](https://feeny.ai/job/trust-advisor-brighton-jones-seattle-t37y98j9dyn1) — Seattle, WA - [Trust & Estate Paralegal](https://feeny.ai/job/trust-estate-paralegal-brighton-jones-seattle-26et3j6zskpq) — Seattle, WA - [Analyst (Houston- August 2027 Start)](https://feeny.ai/job/analyst-houston-august-2027-start-brighton-jones-houston-3wp9qnxv12d7) — Houston, TX - [Analyst (Newport Beach - August 2027 Start)](https://feeny.ai/job/analyst-newport-beach-august-2027-start-brighton-jones-newport-beach-72ney9zr3ssy) — Newport Beach, CA - [Analyst (DC - August 2027 Start)](https://feeny.ai/job/analyst-dc-august-2027-start-brighton-jones-washington-cnvryh8fw4yy) — Washington, DC - [Business Intelligence Analyst](https://feeny.ai/job/business-intelligence-analyst-brighton-jones-seattle-zq50mf7w17qf) — Seattle, WA - [Client Service Associate - San Francisco](https://feeny.ai/job/client-service-associate-san-francisco-brighton-jones-san-francisco-5ck5vwg3e3dm) — San Francisco, CA